Debt Management

The Landlords In Debt Reminder from Home Page shows any Landlords that owe money (a negative balance) . Click on the Reminder to display the Debt Management screen. The Debt Management screen can also be accessed by Financial Tab → Debt Management → Manage Debts.

 From here you can produce an Account Statement showing the arrears or an email displaying the arrears with a .PDF of the Account Statement attached.

https://www.youtube.com/watch?v=bqAT5VZoSs4

Optionally you can filter the Contacts by Account, Contact Type, Site / Branch or Contact. There's also an option to Exclude Previously Emailed.

The following information will be displayed:

• Contact

• Property

• Last Statement Date

• Rent Due Day

• Bank Account

• Amount Owed

The Menu button has the following options

• Reports

• Find

• Export Grid To Excel

• Refresh

Using the Debt Management screen

Step 1 - Select to include the Contacts that you want to chase for money, filter options are available for Account, Contact Type, Site Branch or a specific Contact. Click Run.

Step 2 - Choose to either:

• Print a Copy of the Statement for filing

• Print a Copy of each Statement to Post

• Produce Emails and attach Statements as a .PDF

• Produce SMS Texts

• The Debt management screen will exclude any Landlords with Consolidated Payments selected (in More Details). These Landlords should be managed via the Consolidated Debt Management screen.

• Merge fields of "AccountArrears" and "AccountArrearsDaysOverdue" can be used for letters, emails and SMS texts to show how much is outstanding and by the days overdue.